Sumitomo Mitsui Trust Group Portfolio holdings
Sumitomo Mitsui Trust Group, Inc., originally founded in 1924 as Sumitomo Trust Co., Ltd., and headquartered in Tokyo, Japan, is a major Japanese financial holding company that evolved through the 2011 merger of Chuo Mitsui Trust Holdings and Sumitomo Trust and Banking Co., Ltd., forming its core entity, Sumitomo Mitsui Trust Bank. Renamed from Sumitomo Mitsui Trust Holdings in October 2024, it is Japan’s largest trust bank and fifth-largest bank by assets, managing hundreds of billions through services like trust banking, asset management, real estate, and financial brokerage for retail and institutional clients. Distinct from the Sumitomo Mitsui Financial Group despite shared historical roots in the Sumitomo and Mitsui conglomerates, the group emphasizes sustainability and long-term client solutions, operating globally with subsidiaries in cities like New York, London, and Hong Kong. Under leaders like Chairman Kazuo Ohmori, it blends a century-long legacy with modern financial innovation, focusing on pension funds, real estate trusts, and ESG-driven investments.
Top Buys
| 1 |
Canadian National Railway
CNI
|
$57.8M |
| 2 |
VF Corp
VFC
|
$41M |
| 3 |
BorgWarner
BWA
|
$24.3M |
| 4 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$22.6M |
| 5 |
BEAV
B/E Aerospace Inc
BEAV
|
$21.8M |
Top Sells
| 1 |
Apple
AAPL
|
$105M |
| 2 |
Exxon Mobil
XOM
|
$63.4M |
| 3 |
DELL
DELL INC
DELL
|
$54.6M |
| 4 |
GE Aerospace
GE
|
$47.3M |
| 5 |
Visa
V
|
$37.4M |
Sector Composition
| 1 | Financials | 15.9% |
| 2 | Technology | 12.91% |
| 3 | Healthcare | 12.83% |
| 4 | Energy | 10.83% |
| 5 | Industrials | 10.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Altria Group
MO
$113B
| $203M | 0.42% | 5,283,232 -237,440 | -4% | -$9.11M |
|
52
Goldman Sachs
GS
$226B
| $202M | 0.42% | 1,151,129 -76,126 | -6% | -$13.4M |
|
53
Scotiabank
BNS
$77.6B
| $199M | 0.41% | 3,194,902 -165,387 | -5% | -$10.3M |
|
|
TWX
54
DELISTED
Time Warner Inc
TWX
| $198M | 0.41% | 2,846,771 +106,240 | +4% | +$7.4M |
|
55
United Parcel Service
UPS
$74.1B
| $197M | 0.41% | 1,876,324 -76,311 | -4% | -$8.01M |
|
56
US Bancorp
USB
$76B
| $194M | 0.4% | 4,806,474 -155,102 | -3% | -$6.25M |
|
|
CELG
57
DELISTED
Celgene Corp
CELG
| $182M | 0.38% | 1,074,314 -58,419 | -5% | -$9.87M |
|
58
Abbott
ABT
$231B
| $179M | 0.37% | 4,655,161 -187,025 | -4% | -$7.18M |
|
59
eBay
EBAY
$41.4B
| $175M | 0.36% | 3,247,793 -117,137 | -3% | -$6.33M |
|
60
Honeywell
HON
$139B
| $175M | 0.36% | 1,921,413 -79,491 | -4% | -$7.23M |
|
61
Starbucks
SBUX
$100B
| $175M | 0.36% | 2,222,733 -176,685 | -7% | -$13.9M |
|
|
ESRX
62
DELISTED
Express Scripts Holding Company
ESRX
| $170M | 0.35% | 2,420,178 +88,240 | +4% | +$6.19M |
|
63
Mondelez International
MDLZ
$79.5B
| $169M | 0.35% | 4,820,813 -376,893 | -7% | -$13.2M |
|
64
Biogen
BIIB
$19.4B
| $169M | 0.35% | 604,124 -31,442 | -5% | -$8.79M |
|
65
HP
HPQ
$26.7B
| $167M | 0.35% | 5,966,179 -191,114 | -3% | -$5.36M |
|
|
MON
66
DELISTED
Monsanto Co
MON
| $160M | 0.33% | 1,383,425 -147,907 | -10% | -$17.1M |
|
67
Simon Property Group
SPG
$59B
| $159M | 0.33% | 1,033,721 -53,303 | -5% | -$8.18M |
|
68
Colgate-Palmolive
CL
$67.9B
| $158M | 0.33% | 2,416,006 -103,587 | -4% | -$6.78M |
|
69
Caterpillar
CAT
$196B
| $157M | 0.33% | 1,724,476 -111,731 | -6% | -$10.2M |
|
70
Lowe's Companies
LOW
$145B
| $156M | 0.32% | 3,175,704 -250,345 | -7% | -$12.3M |
|
|
DD
71
DELISTED
Du Pont De Nemours E I
DD
| $156M | 0.32% | 2,415,122 -90,972 | -4% | -$5.88M |
|
72
Booking.com
BKNG
$181B
| $156M | 0.32% | 135,430 -25,822 | -16% | -$29.8M |
|
|
WBA
73
DELISTED
Walgreens Boots Alliance
WBA
| $152M | 0.32% | 2,630,363 +177,130 | +7% | +$10.2M |
|
74
Ford
F
$46.8B
| $149M | 0.31% | 9,767,943 -373,308 | -4% | -$5.7M |
|
75
Nike
NKE
$114B
| $147M | 0.31% | 1,866,913 -78,517 | -4% | -$6.18M |
|